Fin Dec Wealth Services, Inc. Portfolio Holdings by Sector
Fin Dec Wealth Services, Inc.
- $95.6 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGCP SCHG DFAU DFAI DFCF VO VB DFAE 24 stocks |
$76.1 Million
90.87% of portfolio
|
  3  
|
  20  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.61 Million
3.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.68 Million
2.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$1.46 Million
1.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$501,650
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$485,996
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$441,047
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$213,904
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$202,981
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CRDF 1 stocks |
$50,400
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|